User Management

Manage users centrally through the User Management section. Here you can create users, assign roles, and remove users from an entity. This setup gives you complete control over user access and roles within each entity in Polaris.

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For more details on roles and their permissions, see the Roles Guide. Note that managing users is allowed only for admins.

Creating a User

Users can be created simply by providing their email address and assigning at least one role and entity. Note that a user might already be associated with an entity outside your permissions (e.g., in another division under your client). Nevertheless, you can still assign this email to an additional entity and role.

1. Navigate to the User Management section in the side menu
2. Click the plus button (+) in the upper right corner.
3. Select the desired entity and enter one or multiple email addresses.
4. Assign one or more roles to the new user(s). Available roles: Admin, Manager, Developer, Onboarding Manager.
5. Upon confirmation, the users are added to the entity.
6. New users receive an invitation email from Polaris, where they must enter their name and set up two-factor authentication.
   (Note: Existing users are not notified about their new roles.)

Changing Roles

1. Click the options button (···) next to the user whose roles you want to change and select Edit Roles.
2. Modify the assigned roles as needed. Multiple roles can be assigned, but at least one role is required.
3. If the user should no longer have any roles or permissions for that entity, use the Delete from Entity option.

Delete a User from an Entity

1. Click the options button (···) next to the user and select Delete from Entity.
2. This removes the user from the entity, while the user account remains in the system.